Dylan Stewart Walker is the sole advisor at Walker Legacy Investments and holds a Series 65 designation. He has one year of industry experience, with prior roles at Professional Security Consultants and TFI-Telemark. Walker Legacy Investments provides financial planning and non-discretionary portfolio management to individuals, small businesses, trusts, and estates. The firm uses a combined approach of fundamental, technical, and cyclical analysis alongside strategic asset allocation and Modern Portfolio Theory, with clients retaining implementation authority.

Steven Fox Middleton is a CFP® and holds a Series 65 license with nine years of industry experience. He founded SFM Financial Advisors LLC in 2016 and previously worked at Origin Financial LLC and H&R Block. SFM Financial Advisors provides fee-only financial planning, investment advising, and tax-advising services primarily to retirees, widows/widowers, and those nearing retirement. The firm uses a strategic asset-allocation approach focused on low-cost index ETFs and no-load mutual funds, managing accounts on a non-discretionary basis.

Peter Scruggs is the president of Scruggs Advisors, LLC, an independent firm, and holds Series 63 and Series 65 licenses with 26 years of experience in the financial services industry. He has served in roles at several firms, including United Planners' Financial Services and Pacific Cascade Advisors Inc., where he is also president. Outside of advisory services, he is a co-author of a health insurance book titled *Breaking Through the Status Quo* and is involved in consulting companies B Smart Health Solutions LLC and B Smart Lab Solutions LLC. Scruggs Advisors serves retirement plan sponsors, business entities, and individual clients by providing retirement plan consulting, plan-level investment advice and management under ERISA, and wealth management for individuals and trusts. The firm’s investment approach employs a documented due-diligence process with a focus on diversified passive and actively managed funds, offering mostly non-discretionary plan-level services and accepting co-fiduciary duties where appropriate.

Timothy Massie is a CFP® with 19 years of experience in the financial services industry. He has been with Timepiece Financial Planning, Inc. since 2011. The firm serves individual investors and employer-sponsored retirement plans, focusing on long-term, globally diversified investment strategies using low-cost index funds and ETFs. Timepiece provides financial planning, retirement advice, discretionary portfolio management, and basic tax return preparation, operating as a fee-only firm without minimum asset or income requirements.

Rebecca Meats is a financial advisor with Apforia and holds the PFS™ designation and Series 65 license. She has six years of industry experience, including roles at Independent Progressive Advisors, Warga Asset Management, and Simpson and Company PC. Meats also owns Rebecca E Meats CPA, LLC, where she provides tax preparation and planning services. Apforia offers investment management and financial planning services to individual and high-net-worth clients, as well as employer plan sponsors. The firm employs a modern portfolio theory–based approach with strategic asset allocation and combines passive and active investment strategies, often managing portfolios under discretionary authority.

Dennis Wilt is a financial advisor with Creativeone Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Summit Financial Group Inc and VSR Advisory Services. Outside of advising, he owns and oversees a commercial blueberry farm. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach combining proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

James Benjamson is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, L.P. since 1999. In addition to his advisory role, he operates a CPA practice focused on accounting and tax services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and also provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Roger Cross is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. Outside of his advisory role, he operates under the DBA Common Ground Advisory and serves as an independent representative for various insurance carriers focusing on fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies tailored to client needs.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc. in Vancouver, WA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at multiple Bankers Life entities since 2018 and has prior experience in various roles including hospitality and retail. Outside of investment advising, he is an insurance sales representative and unit field trainer with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Mark Moore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2015, as well as prior experience at ACE Parking. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Meggan Montoya is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2013, with a brief tenure at Lily Garden, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Sarah Gracey is a financial advisor with Edward Jones in Battle Ground, WA. She holds the Series 66 designation and has eight years of industry experience, including prior roles at Ashcroft & Associates and Partners in Recovery. Outside of her advisory work, she and her husband have started a t-shirt business called ShellCat LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm supports over 23,000 financial advisors nationwide and manages more than $1 trillion in assets.

Gregory Robertson is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Timothy Hamby is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. His background includes service in the United States Army and the Washington Army National Guard, where he currently serves as an Infantry Platoon Sergeant. He also serves as a board member for Northwest Transportation Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.

Haley Harmon is a financial advisor at LPL Financial with seven years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, she worked with iQ Credit Union and CUSO Financial Services, LP. She has also held teaching positions at WSU Global Online, Clark Community College, and Prairie High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Laura Ruiz is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following two years at Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Henderson is a financial advisor with Edward Jones in Battle Ground, WA. He holds a Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, Henderson is involved in technology consulting for a local company and coaches football. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Joshua Hollandsworth is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Pensacola Christian College and was briefly employed at KC Lawncare. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors nationwide, serving individual and institutional clients across various wealth segments. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ara Serjoie is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has had roles at Haverford College, Guilford College, and Creighton University. He also serves on the Board of Directors for the Portland Farmers' Market in Portland, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors who holds the Series 63 and Series 66 designations and has 23 years of industry experience. She previously worked at Kms Financial Services, Inc. from 2002 to 2020 before joining Cambridge Investment Research. She is also an owner and partner of Financial Advisors, Inc. in Ridgefield, WA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers across multiple account platforms.